According to @FarsideUK, U.S. spot Ethereum (ETH) ETFs experienced a significant total net inflow of $204.9 million on July 11, 2025. The data reveals strong institutional demand, with BlackRock's iShares Ethereum Trust (ETHA) leading the inflows at $137.1 million. Other notable positive flows included ProShares' ETH with $25.5 million, Fidelity's FETH with $12 million, and Grayscale's ETHE, which saw a $10 million inflow. In contrast, Bitwise's QETH and Franklin's EZET recorded zero flows for the day. For traders, this robust inflow across multiple funds signals positive market sentiment and could provide bullish support for the price of Ethereum.

According to @FarsideUK, Fidelity's Bitcoin ETF (FBTC) recorded zero net flows in the latest trading session. This halt in capital movement, showing neither new investments nor withdrawals, suggests a potential pause in institutional and retail investor demand for the product. For traders, this neutral signal could indicate market consolidation or indecision for Bitcoin (BTC) at its current price levels, potentially impacting short-term volatility and price direction.

According to Farside Investors, U.S. spot Ethereum ETFs experienced a significant total net inflow of $383.1 million on July 10, 2025. The data reveals strong institutional demand, with the iShares Ethereum Trust (ETHA) leading the pack by a substantial margin, attracting $300.9 million in a single day. Other notable inflows included Fidelity's Ethereum Fund (FETH) with $37.3 million and Grayscale's mini Ethereum Trust (ETHE) with $18.9 million, indicating broad positive sentiment for Ethereum (ETH) among institutional investors.

According to @lookonchain, large Ethereum holders, known as whales and sharks, are showing strong accumulation behavior despite retail investors taking profits. Citing data from Santiment, wallets holding between 1,000 and 100,000 ETH have added a net 1.49 million ETH over the past 30 days, increasing their holdings by 3.72%. This accumulation by key stakeholders provides a strong potential price floor as ETH holds the critical $2,500 support level. This trend contrasts with recent institutional flow data from Farside Investors, which showed U.S. spot Ethereum ETFs recorded $2.2 million in net outflows on Friday, ending a 19-day streak of positive inflows.

According to @GreeksLive, Bitcoin (BTC) is entering July with a historically bullish seasonal trend, having posted an average increase of around 7% in Julys over the past decade, as per CoinGlass data. Market maker Wintermute also found that July is the only month since 2022 to combine strong gains with subdued investor sentiment. However, current derivatives data paints a picture of indifference, with BTC and Ethereum (ETH) futures open interest remaining flat. Furthermore, funding rates for several altcoins, including XRP, Solana (SOL), and Bitcoin Cash (BCH), have turned negative, indicating a bearish bias. Traders should monitor key upcoming macro events, particularly the U.S. payrolls report, which could influence the Federal Reserve's interest rate decisions and impact the market. Despite recent spot BTC ETF net outflows of $342.2 million, corporate treasuries showed strong accumulation by purchasing 131,000 BTC in the second quarter, an 18% increase that outpaced ETF demand growth. Upcoming token unlocks for Ethena (ENA), Aptos (APT), and Arbitrum (ARB) could introduce additional selling pressure.

According to @jessepollak, Bitcoin (BTC) is currently range-bound around $105,000 due to market uncertainty over the escalating Israel-Iran conflict, as reported by trading firm QCP. QCP's analysis notes that risk reversals have shifted, with BTC puts commanding a premium, signaling heightened investor anxiety and downside hedging. Despite this defensive posture and over $1 billion in recent liquidations, on-chain data reveals that significant institutional buying continues to provide support. Further bullish sentiment comes from the U.S. Federal Housing Finance Agency, whose director Bill Pulte has ordered Fannie Mae and Freddie Mac to prepare for counting cryptocurrency as a mortgage asset. In addition, spot BTC ETFs have recorded 12 consecutive days of net inflows, recently adding $548 million, according to Farside Investors. On the altcoin front, SEI has surged 50% in a week, driven by its selection as a settlement layer for Wyoming's state-backed stablecoin pilot and strong spot-led buying, as noted by analyst Shaurya Malwa.

According to @MilkRoadDaily, the recent success of crypto IPOs, particularly Circle's (CRCL), which saw its market cap surge to $43.9 billion, is signaling a new trend of crypto firms going public, with Gemini and Bullish reportedly following suit (source: Aaron Brogan, Brogan Law). Brogan theorizes Circle's success is due to a "crypto premium" similar to that seen with MicroStrategy (MSTR), potential regulatory clarity for stablecoins from the GENIUS Act, and high Treasury yields boosting its revenue model. Meanwhile, Bitcoin's (BTC) 30-day implied volatility has hit a two-year low, prompting traders like Jimmy Yang of Orbit Markets to suggest that the "calm rarely lasts" and positioning for a volatility spike could be a key strategy. Supporting broader adoption, a CoinShares survey reveals nearly 90% of crypto holders plan to increase their allocation (source: Jean-Marie Mognetti, CoinShares), and spot BTC ETFs continue to see strong inflows, recording $501.2 million in a single day (source: Farside Investors). On the derivatives front, while funding rates are cautiously bullish, a drop in BTC open interest alongside price gains and increased demand for put options suggests some traders are hedging against potential downside risk (source: Omkar Godbole, Derive data).

According to @FarsideUK, major institutional adoption signals are fueling Bitcoin's (BTC) momentum, highlighted by the US Federal Housing Finance Agency ordering Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgages, as stated by Director Bill Pulte. This bullish development helped push BTC price past $108,000, though it faces a significant resistance zone between $3.40–$3.55 trillion in total crypto market capitalization, a level that has previously activated sellers, according to FxPro analyst Alex Kuptsikevich. Strong market underpinnings are evident, with spot BTC ETFs recording 12 consecutive days of net inflows, adding $548 million on the last reported day, according to Farside Investors. Derivatives data presents a mixed picture, as a rise in perpetual futures open interest suggests hedging, and a flat basis on CME futures weakens the bullish case. In altcoins, SEI token has surged over 50% in a week, driven by its selection for Wyoming's state-backed stablecoin pilot and strong on-chain data indicating spot-led buying.

According to @lookonchain, Bitcoin (BTC) maintains its bullish momentum despite a retreat from the $108,000 level, supported by significant institutional adoption signals. A key development is the U.S. Federal Housing Finance Agency directing Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgage applications, a move that could deeply integrate crypto into the U.S. housing market. Favorable macro conditions, including a Federal Reserve plan to overhaul bank capital requirements and a weakening dollar index, are also providing tailwinds for risk assets like BTC, as cited in the report. FxPro analyst Alex Kuptsikevich noted that the crypto market cap is nearing a critical volatility threshold between $3.40–$3.55 trillion, which has previously triggered sell-offs. Bullish sentiment is further confirmed by spot BTC ETFs recording a net inflow of $548 million, marking 12 straight days of positive flows. Additionally, Metaplanet continues its aggressive BTC accumulation with another 1,234 BTC purchase, while SEI token has surged 50% in a week on news of being chosen as a settlement layer for Wyoming's state-backed dollar pilot.

According to @lookonchain, on-chain data reveals a significant divergence in Ethereum (ETH) market behavior, presenting key signals for traders. Analytics from Santiment show that wallets holding between 1,000 and 100,000 ETH, known as whales and sharks, have accumulated 1.49 million ETH over the past 30 days. This accumulation contrasts with smaller, retail-driven wallets that have been taking profits, according to Santiment. Further bullish on-chain metrics include a massive withdrawal of over 140,000 ETH (worth approximately $393 million) from exchanges on June 11, the largest single-day outflow in over a month, as reported by analytics firm Sentora. While U.S. spot Ethereum ETFs recently registered a minor net outflow, ending a 19-day streak according to Farside Investors, previous daily inflows surpassed those of Bitcoin ETFs. From a trading perspective, ETH is holding a critical support level around $2,500, with the persistent accumulation by large holders potentially providing a strong price floor against short-term selling pressure.

According to @rovercrc, while a potential double top pattern for Bitcoin (BTC) above $100,000 warrants caution among traders, a 2022-style price crash seems improbable without a major black swan event. The analysis, citing Sygnum Bank's Head of Investment Research Katalin Tischhauser, highlights that the current bull market is fundamentally different due to strong, sticky institutional capital. This resilience is supported by over $48 billion in net inflows into spot Bitcoin ETFs, as tracked by Farside Investors, and significant corporate treasury adoption, with 141 public companies holding 841,693 BTC per bitcointreasuries.net. Tischhauser suggests these long-term institutional allocations provide sustained price support and may even render the historical four-year halving cycle obsolete, as institutional flows now have a greater market impact than miner selling pressure.

According to @FarsideUK, bullish momentum for Bitcoin (BTC) is being fueled by significant institutional developments, including a directive for Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgages, as stated by FHFA Director Bill Pulte. FxPro analyst Alex Kuptsikevich notes that the total crypto market capitalization is approaching a key volatility threshold and resistance zone between $3.40 trillion and $3.55 trillion. Spot BTC ETFs have continued their positive streak with 12 consecutive days of net inflows, totaling $548 million on the latest day, according to Farside Investors data. In altcoin news, SEI has surged 50% in a week due to what analysts call a "clean, multi-factor rally" driven by its selection for Wyoming's stablecoin pilot and strong on-chain metrics. From a technical perspective, the Binance-listed BTC/BCH pair is showing a potential golden cross formation, a long-term bullish indicator.

According to Francisco Rodrigues, cryptocurrencies experienced sharp declines amid Israeli airstrikes on Iran, heightening global risk aversion. Bitcoin (BTC) dropped 2.9% to $104,889.07, while the CoinDesk 20 Index fell 6.1%, as per market data. Solana (SOL) plunged nearly 9.5% despite earlier ETF speculation, with OTC trader Jake Ostrovskis noting the SEC's request for updated S-1 filings triggered volatility. Spot Bitcoin ETFs recorded $86.3 million in daily inflows and Ethereum ETFs $112.3 million, according to Farside Investors. Derivatives open interest dropped to $49.31 billion, and liquidations totaled $1.16 billion, primarily from longs, as per CoinGlass data.

According to Francisco Rodrigues, Bitcoin (BTC) traded at $106,015.34, up 1.63%, buoyed by President Trump's decision to delay U.S. military action in the Israel-Iran conflict, which reduced prediction market odds of intervention. However, CryptoQuant analysts warn that BTC could drop to $92,000 if demand fails to rebound, citing a 60% decline in ETF flows since April and halved whale buying activity. Glassnode reported subdued on-chain activity indicating institutional dominance, while technical analysis suggests resistance near $109,000.

According to Francisco Rodrigues, Bitcoin (BTC) fell 2.9% amid heightened geopolitical risks from Israeli airstrikes on Iran, contributing to a broad crypto market decline with the CoinDesk 20 Index down 6.1%, as reported by market data. Jake Ostrovskis, an OTC trader at Wintermute, highlighted that Solana (SOL) initially rallied on SEC ETF filing updates but later dropped nearly 9.5%, indicating market underexposure to SOL-related assets. Derivatives data from Velo showed open interest falling to $49.31 billion, with BTC and ETH put/call ratios rising to 1.28 and 1.25 respectively, signaling increased demand for downside protection. Coinglass reported $1.16 billion in liquidations, predominantly from long positions, while Farside Investors noted continued inflows into spot BTC and ETH ETFs despite investor caution over Middle East tensions.

According to Francisco Rodrigues, Bitcoin (BTC) is trading near $106,000, buoyed by reduced geopolitical risks after President Trump delayed a U.S. intervention in Iran, with Polymarket odds dropping from 70% to 40%. However, CryptoQuant analysts warn BTC could fall to $92,000 if demand doesn't rebound, citing a 60% decline in ETF flows since April and reduced whale buying. Glassnode reports subdued on-chain activity, indicating institutional dominance in a maturing market. Key events include CME Group's launch of spot-quoted futures for BTC and ETH on June 30, pending approval.

According to Francisco Rodrigues, Bitcoin (BTC) dropped 2.9% as Israeli airstrikes on Iran triggered a global risk-off sentiment, causing the broad crypto market index to fall 6.1% over 24 hours, based on market data. Solana (SOL) plummeted nearly 9.5% despite earlier gains from SEC ETF speculation, as reported by Jake Ostrovskis, an OTC trader at Wintermute. Polymarket traders indicate a 91% chance of Iranian retaliation this month, heightening uncertainty. Total liquidations reached $1.16 billion, with 90% from long positions, according to Coinglass data, while spot BTC ETFs saw $939 million in inflows, per Farside Investors.

According to Spencer Yang, Core Contributor to Fractal Bitcoin, BTC's fundamentals remain strong despite Middle East conflicts, with on-chain activity increasing due to protocols like BRC-20, Runes, and Alkanes, supporting its price stability above $100,000. Semir Gabeljic, Director of Capital Formation at Pythagoras Investments, cited significant Bitcoin ETF inflows of $1.1 billion last week as a key driver for BTC's recovery. Glassnode and Avenir Group's report highlighted BTC's growing correlation with traditional markets, driven by institutional infrastructure and macro liquidity cycles. Tim Draper noted BTC's dominance rising to over 60%, absorbing innovations such as smart contracts and DeFi, reinforcing its market position. Market movements show BTC and ETH gained amid a ceasefire between Israel and Iran, easing safe-haven demand.

According to CryptoQuant, Bitcoin (BTC) could drop to $92,000 or as low as $81,000 if demand continues to deteriorate, citing a 60% decline in ETF flows since April and a halving in whale accumulation. Glassnode interprets the current low volatility as a sign of market maturity with increased institutional on-chain activity, while Flowdesk describes the market as 'coiled' and potentially poised for a breakout, highlighting rising tokenized assets and stablecoin growth.

According to Omkar Godbole, BTC and ETH have shown resilience against Iran-Israel hostilities but traded in a narrow range, with altcoins like BCH seeing modest gains. Institutions are piling into crypto, with JPMorgan filing for a crypto platform and Strategy buying over 10,100 BTC worth $1.05 billion, while spot ETFs recorded inflows. XBTO reported selective capital flows indicating risk aversion and significant altcoin sell-offs, and BRN highlighted a structural shift to institutional demand, predicting higher prices in 2025. Traders should monitor the Fed's rate decision impact and upcoming token events like APE unlocks.